| | Vanguard Wellesley Income Admiral | VWIAX | 61,19 | +0,21% | 40,9B | 03/06 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20,85 | +0,39% | 9,93B | 03/06 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42,87 | +0,19% | 9,35B | 03/06 | |
| | Vanguard Wellesley Income Inv | VWINX | 25,26 | +0,20% | 8,86B | 03/06 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10,01 | +0,10% | 5,97B | 03/06 | |
| | American Funds Income Portfolio A | INPAX | 12,97 | +0,15% | 5,45B | 03/06 | |
| | JPMorgan Income Builder A | JNBAX | 9,70 | +0,31% | 4,26B | 03/06 | |
| | Hartford Balanced Income A | HBLAX | 14,49 | +0,21% | 4,27B | 03/06 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13,161 | +0,27% | 4,04B | 03/06 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10,00 | +0,10% | 3,78B | 03/06 | |
| | Hartford Balanced Income I | HBLIX | 14,50 | +0,21% | 3,73B | 03/06 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9,800 | +0,20% | 3,58B | 03/06 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15,57 | 0,00% | 3,59B | 03/06 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20,390 | +0,34% | 3,44B | 03/06 | |
| | JPMorgan Income Builder Select | JNBSX | 9,72 | +0,31% | 3,28B | 03/06 | |
| | American Funds College 2030 529A | CTHAX | 12,91 | +0,23% | 3,15B | 03/06 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12,36 | +0,32% | 2,83B | 03/06 | |
| | MFS Conservative Allocation A | MACFX | 16,74 | +0,18% | 2,64B | 03/06 | |
| | American Funds College 2027 529A | CSTAX | 11,81 | +0,34% | 2,59B | 03/06 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 41,230 | +0,29% | 2,58B | 03/06 | |
